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Associate, Wealth Management Finance (Advisor Channel)
Ms
Purchase, New York, United States of AmericaPosted Aug 10, 2026 · 10h ago$100k – $115k
Full-time$100k – $115kEntry LevelHybridFintech
About this role
Join Morgan Stanley's Wealth Management Finance team as an Associate to support the Advisor Channel. This role involves accounting, finance, and process transformation, with opportunities to produce and automate financial analyses, present insights to field managers, and collaborate across various business units.
What we are looking for
6- Produce, maintain, and automate financial analyses for Wealth Management
- Present strategic advice and interpretation of financial metrics to field managers
- Prepare Fully-Loaded reporting for the WM branch network
- Collaborate cross-functionally with Business Management, Product, Accounting, and Data teams
- Develop enhanced analyses to drive business performance and strategy
- Respond to inquiries and facilitate redirection to appropriate subject matter experts
Skills mentioned
2PythonSQL
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.
